Planned Solutions, Inc. Top Holdings and 13F Report (2025) About Planned Solutions, Inc.Investment ActivityPlanned Solutions, Inc. has $247.87 million in total holdings as of December 31, 2024.Planned Solutions, Inc. owns shares of 110 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 30.44% of the portfolio was purchased this quarter.About 21.13% of the portfolio was sold this quarter.This quarter, Planned Solutions, Inc. has purchased 661 new stocks and bought additional shares in 34 stocks.Planned Solutions, Inc. sold shares of 34 stocks and completely divested from 554 stocks this quarter.Largest Holdings VanEck Morningstar Wide Moat ETF $27,086,938Schwab Fundamental U.S. Large Company Index ETF $24,718,669JPMorgan Income ETF $21,071,788iShares Core S&P Total U.S. Stock Market ETF $19,055,530Invesco QQQ $16,543,316 Largest New Holdings this Quarter iShares Large Cap Deep Buffer ETF $5,554,199 HoldingRETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF $2,998,972 HoldingARISTA NETWORKS INC COM SHS $588,462 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company Index ETF 698,882 shares (about $16.55M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 106,717 shares (about $10.71M)Avantis U.S. Small Cap Value ETF 100,285 shares (about $9.68M)Invesco QQQ 14,071 shares (about $7.19M)JPMorgan Income ETF 148,726 shares (about $6.78M) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 185,208 shares (about $8.86M)Vanguard Intermediate-Term Bond ETF 94,829 shares (about $7.09M)Invesco S&P 500 Pure Value ETF 39,092 shares (about $3.53M)Schwab US Small-Cap ETF 60,345 shares (about $1.56M)Invesco S&P 500 GARP ETF 7,529 shares (about $789.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlanned Solutions, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMOATVanEck Morningstar Wide Moat ETF$27,086,938$458,804 ▼-1.7%292,12110.9%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$24,718,669$16,549,521 ▲202.6%1,043,86310.0%ETFJPIEJPMorgan Income ETF$21,071,788$6,784,881 ▲47.5%461,8988.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$19,055,530$177,367 ▲0.9%148,1547.7%ETFQQQInvesco QQQ$16,543,316$7,193,480 ▲76.9%32,3606.7%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$11,536,085$10,707,979 ▲1,293.1%114,9704.7%ETFJVALJPMorgan US Value Factor ETF$10,393,176$376,833 ▼-3.5%240,5834.2%ETFSPGPInvesco S&P 500 GARP ETF$10,093,388$789,646 ▼-7.3%96,2374.1%ETFAVUVAvantis U.S. Small Cap Value ETF$9,705,087$9,680,472 ▲39,327.5%100,5403.9%ETFIEFAiShares Core MSCI EAFE ETF$6,242,542$107,669 ▲1.8%88,8242.5%ETFJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$5,983,448$5,961,238 ▲26,839.9%96,4452.4%ETFIVVBiShares Large Cap Deep Buffer ETF$5,554,199$5,554,199 ▲New Holding181,8642.2%ETFITWIllinois Tool Works$5,364,5690.0%21,1572.2%Industrial ProductsESTCElastic$5,317,128$106,511 ▼-2.0%53,6652.1%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$4,835,632$4,237,624 ▲708.6%48,2022.0%ETFBIVVanguard Intermediate-Term Bond ETF$4,728,861$7,086,603 ▼-60.0%63,2791.9%ETFAAPLApple$4,482,574$561,449 ▼-11.1%17,9001.8%Computer and TechnologyRETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF$2,998,972$2,998,972 ▲New Holding125,4801.2%ETFSCHBSchwab US Broad Market ETF$2,540,066$1,715,873 ▲208.2%111,8971.0%ETFLLYEli Lilly and Company$2,014,920$233,916 ▼-10.4%2,6100.8%MedicalMSFTMicrosoft$1,873,434$843 ▲0.0%4,4450.8%Computer and TechnologyFILLiShares MSCI Global Energy Producers ETF$1,848,986$712,675 ▼-27.8%80,9670.7%ETFIVWiShares S&P 500 Growth ETF$1,785,202$800,767 ▲81.3%17,5830.7%ETFNVDANVIDIA$1,670,568$77,217 ▲4.8%12,4400.7%Computer and TechnologyIWMiShares Russell 2000 ETF$1,544,057$2,431 ▼-0.2%6,9880.6%FinanceSCHASchwab US Small-Cap ETF$1,470,000$1,560,509 ▼-51.5%56,8450.6%ETFDVYiShares Select Dividend ETF$1,295,908$276,747 ▲27.2%9,8710.5%ETFMETAMeta Platforms$1,115,9820.0%1,9060.5%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$1,107,934$207 ▲0.0%5,3540.4%ETFLRGFiShares U.S. Equity Factor ETF$1,047,937$36,573 ▼-3.4%17,3640.4%ETFSCHFSchwab International Equity ETF$1,030,547$549,619 ▲114.3%55,7050.4%ETFIVViShares Core S&P 500 ETF$873,172$3,533 ▼-0.4%1,4830.4%ETFBRK.BBerkshire Hathaway$868,0310.0%1,9150.4%FinanceIBMInternational Business Machines$826,121$1,978 ▼-0.2%3,7580.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$821,213$8,856,648 ▼-91.5%17,1730.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$809,583$419,444 ▲107.5%33,6480.3%ETFGNMAiShares GNMA Bond ETF$776,204$32,025 ▲4.3%18,0810.3%ETFGOOGAlphabet$775,662$38,088 ▼-4.7%4,0730.3%Computer and TechnologyTIPiShares TIPS Bond ETF$752,350$3,942 ▼-0.5%7,0610.3%ETFAXONAxon Enterprise$695,9490.0%1,1710.3%AerospaceIJHiShares Core S&P Mid-Cap ETF$680,629$2,056 ▲0.3%10,9230.3%ETFPGProcter & Gamble$643,715$335 ▲0.1%3,8400.3%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$621,677$335,681 ▲117.4%3,4910.3%ETFVTVVanguard Value ETF$603,2160.0%3,5630.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$591,090$7,364 ▼-1.2%6,1000.2%FinanceARISTA NETWORKS INC COM SHS$588,462$588,462 ▲New Holding5,3240.2%StockIDViShares International Select Dividend ETF$588,326$14,786 ▲2.6%21,4870.2%ETFMCDMcDonald's$584,1280.0%2,0150.2%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$579,670$402,283 ▲226.8%21,2180.2%ETFRPVInvesco S&P 500 Pure Value ETF$571,029$3,526,487 ▼-86.1%6,3300.2%ETFJPMJPMorgan Chase & Co.$561,6410.0%2,3430.2%FinanceJNJJohnson & Johnson$526,033$106,017 ▼-16.8%3,6370.2%MedicalWMTWalmart$489,732$56,021 ▼-10.3%5,4200.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$488,4630.0%8330.2%FinanceCOSTCostco Wholesale$479,957$54,957 ▼-10.3%5240.2%Retail/WholesaleCVXChevron$478,350$15,496 ▲3.3%3,3030.2%Oils/EnergyVIGVanguard Dividend Appreciation ETF$474,5110.0%2,4230.2%ETFVVisa$471,416$56,873 ▼-10.8%1,4920.2%Business ServicesMOTIVanEck Morningstar International Moat ETF$438,672$242,906 ▼-35.6%14,4800.2%ETFXOMExxon Mobil$426,407$13,446 ▼-3.1%3,9640.2%Oils/EnergyINTUIntuit$422,3520.0%6720.2%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$421,1630.0%3,9420.2%FinanceCALMCal-Maine Foods$417,8550.0%4,0600.2%Basic MaterialsTSLATesla$373,148$31,903 ▼-7.9%9240.2%Auto/Tires/TrucksCSCOCisco Systems$354,845$51,978 ▼-12.8%5,9940.1%Computer and TechnologyMRKMerck & Co., Inc.$354,447$43,572 ▼-10.9%3,5630.1%MedicalSRLNSPDR Blackstone Senior Loan ETF$349,370$62,388 ▲21.7%8,3720.1%ETFGSThe Goldman Sachs Group$343,5720.0%6000.1%FinanceBACBank of America$338,3420.0%7,6980.1%FinanceDHID.R. Horton$337,525$19,575 ▼-5.5%2,4140.1%ConstructionPHMPulteGroup$332,9070.0%3,0570.1%ConstructionSNASnap-on$322,506$16,974 ▲5.6%9500.1%Consumer DiscretionaryGRMNGarmin$319,4970.0%1,5490.1%Computer and TechnologyMCKMcKesson$315,1600.0%5530.1%MedicalIYYiShares Dow Jones U.S. ETF$301,3480.0%2,1060.1%ETFADBEAdobe$297,4910.0%6690.1%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$297,042$17,177 ▲6.1%11,1540.1%ETFTMOThermo Fisher Scientific$294,9700.0%5670.1%MedicalGILDGilead Sciences$291,6120.0%3,1570.1%MedicalWELLWelltower$290,7510.0%2,3070.1%FinancePSAPublic Storage$283,5700.0%9470.1%FinanceCFCF Industries$279,7640.0%3,2790.1%Basic MaterialsCINFCincinnati Financial$274,3230.0%1,9090.1%FinanceJAAAJanus Henderson AAA CLO ETF$272,187$53,190 ▲24.3%5,3680.1%ETFTXNTexas Instruments$269,639$18,751 ▼-6.5%1,4380.1%Computer and TechnologyPKGPackaging Co. of America$267,4540.0%1,1880.1%Industrial ProductsCBChubb$263,314$16,578 ▲6.7%9530.1%FinanceRFRegions Financial$256,815$19,639 ▲8.3%10,9190.1%FinanceSNYSanofi$244,430$55,465 ▼-18.5%5,0680.1%MedicalABTAbbott Laboratories$242,169$24,319 ▼-9.1%2,1410.1%MedicalIVEiShares S&P 500 Value ETF$241,8450.0%1,2670.1%ETFCATCaterpillar$240,536$1,451 ▲0.6%6630.1%Industrial ProductsNUENucor$240,306$9,920 ▼-4.0%2,0590.1%Basic MaterialsSYFSynchrony Financial$239,8500.0%3,6900.1%FinanceTMToyota Motor$238,397$24,326 ▲11.4%1,2250.1%Auto/Tires/TrucksVTRVentas$234,2060.0%3,9770.1%FinanceVHTVanguard Health Care ETF$227,0530.0%8950.1%ETFVZVerizon Communications$222,7040.0%5,5690.1%Computer and TechnologyAMZNAmazon.com$222,6810.0%1,0150.1%Retail/WholesaleWSMWilliams-Sonoma$222,216$44,443 ▲25.0%1,2000.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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